Spring 2025 Market Insights
Spring 2025 Market Insights Summary Economic Outlook Portfolio Position Key Economic Factors for 2025 Solid Footing Ahead Going into Spring market earnings continue to impress with growth estimates at 14% in 2025 and 13% in 2026.…
By Matthew Finley
March 6, 2025
Social Security in 2025: Separating Fact From Fear
There’s been a lot of buzz around the future of Social Security so far in 2025. For good reason as it’s an important part of millions of Americans’ financial security. The internet and media attention have…
By Matthew Finley
February 27, 2025
2025 Market Outlook: Insights on Navigating Volatility
The year’s final “Santa Rally” hasn’t aligned with past patterns, but this isn’t surprising. Markets don’t adhere to calendars or historical events. While trends and historical data hold value in analysis, the movement of stocks operates…
By Matthew Finley
January 9, 2025
2024 Post Election Follow-Up
Election Year At-A-Glance Since our June 20th post: “Election Year Investing: What Investors Need to Know for 2024” a lot has happened. We went through the chaos that comes with every campaign season. Including President Biden…
By Matthew Finley
November 14, 2024
S&P 5000! What’s Next?
Wow, what a nice start to 2024! As of this writing, the S&P 500 is at the 5000-point mark (S&P 5000)! Further, the market is nearing the year end price targets for most Wall Street firms.…
By Matthew Finley
February 15, 2024
Reflecting on 2023: Market Insights and 2024 Outlook
As 2023 comes to a close, I’d like to offer up some good news! Currently, the S&P 500 is up 23% while the Dow Jones is up 12% on the year. The market outlook ahead in…
By Matthew Finley
December 21, 2023
Fall 2023 Market Insights
Partner & Financial Advisor, Matthew Finley, weighs in on the current state of the Fall 2023 market and provides insight on what consumers can expect next. Matthew utilized J.P. Morgan’s Guide to the Markets for the…
By Matthew Finley
September 21, 2023
